Job Description
Part Time Controller for Investment Family Office
This Jobot Consulting Job is hosted by: Lori NelsonA bit about us:
A prestigious, investment-focused family office in Paradise Valley is seeking a Part-Time Controller to join its close-knit and highly professional team. This is a unique opportunity for a seasoned accounting leader with CPA credentials or Big 4 public accounting experience to apply their expertise in a flexible, hybrid role with high-impact visibility across trusts, investment entities, and philanthropic vehicles.Why join us?
This role is ideal for someone who: Thrives in a hands-on environment Values work-life balance without compromising on professional rigor Brings sound judgment, discretion, and a proactive mindset to every taskJob Details
Key Responsibilities: Financial Oversight & Reporting Lead preparation and review of monthly, quarterly, and annual financial statements across multiple entities (trusts, partnerships, family office). Ensure accurate and timely close processes, intercompany reconciliations, and investment capital flows. Investment Accounting Track and record private equity, hedge fund, and venture capital transactions including capital calls and distributions. Reconcile custodian and brokerage statements and coordinate with investment advisors on performance reporting. Tax Planning & Coordination Liaise with external CPA firm to support timely filing of personal, trust, and entity tax returns. Prepare reconciliations and organize tax documents (K-1s, 1099s) for submission. Support year-end planning, estimated payments, and charitable gifting strategies. Treasury & Cash Management Monitor liquidity and forecast short- and long-term cash needs. Manage fund transfers, payroll funding, and estimated tax obligations. Maintain visibility into line of credit usage and recommend investment of excess cash. Systems & Compliance Oversee QuickBooks-based accounting systems and Excel reporting tools. Establish and maintain internal controls, accounting policies, and financial documentation. Ensure compliance with fiduciary and legal obligations. Administrative & Strategic Support Serve as a resource for the CFO and family stakeholders on financial and operational matters. Coordinate with wealth advisors, attorneys, and outside vendors. Oversee administrative tasks including payroll coordination, property insurance, and personal expense tracking. Qualifications: CPA or prior Big 4 public accounting experience strongly preferred Bachelor's degree from a well-regarded university in Accounting, Finance, or related field Minimum of 6 years with a previous company in a finance or accounting leadership role 5–10 years of relevant experience, ideally within a family office, private investment firm, or similar High level of integrity, confidentiality, and business maturity Proficiency in QuickBooks and advanced Excel skills Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Company DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.
Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com....characteristic protected by applicable law.**Why CDM Smith?:**Check out this video and find out why our team loves to work here! (... .... Citizen and be able to obtain a FEMA Badge, which includes a background investigation for a Public Trust position.- Working knowledge...
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